Fielo for an Existing Salesforce Community

If you plan to use Fielo with an existing Salesforce Community, follow the steps below.

Before Starting

First thing's first: log into your Salesforce org and make sure you have system administrator permissions. Your org should have Community User licenses and at least one active Community, including a custom profile for your members.

Install Fielo

Once you've confirmed that your org has at least one active Community whose members are assigned a custom profile, you're ready to install Fielo in your org.

1. Click here to access the installation package.
2. Select Install for Specific Profiles.

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Don't click Install yet! Profile selection is on the same page.

3. Scroll down and find the Community User profile(s) that you're using for your members. From the corresponding picklist(s), choose Fielo Community.

4. If any internal org users besides System Administrators will be configuring Fielo, you'll want to give Full Access to those profiles, as well.
5. Click Install. When the installation process is finished, you (or the org admin) will be notified by email.

Ensure Email Deliverability

From Salesforce Setup, navigate to Deliverability. Make sure the e-mail access level is set to All email.

Enable Libraries

After installing Fielo, you'll want to activate our full feature set by enabling the FieloPLT library.

Click on the App Launcher and choose Fielo Platform. From the Libraries tab, find the row corresponding to FieloPLT and click Activate.

While you're here, go ahead and activate the Local Development library, as well. This way, you'll have a place to store any actions, models, or page settings that you create later on.

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Great job!

You're ready to start using Fielo. Be sure to check out our Lightning Components for Community Cloud, including Join Program, which enables your existing Community members to join a Fielo program.